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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1751
Sompo Asset Management
Japan
$253K
JCM
1752
Jacobsen Capital Management
Utah
$253K
NEWAS
1753
N.E.W. Advisory Services
Wisconsin
$252K
RRWA
1754
Rainey & Randall Wealth Advisors
Florida
$252K
LWA
1755
Ledgewood Wealth Advisors
New Hampshire
$252K
SEP
1756
Signature Equity Partners
Ohio
$252K
CAM
1757
Councilmark Asset Management
Tennessee
$251K
FWM
1758
Forefront Wealth Management
Pennsylvania
$251K
HPIA
1759
Hamilton Point Investment Advisors
North Carolina
$251K
SRC
1760
Shufro Rose & Co
New York
$251K
4WM
1761
44 Wealth Management
Oregon
$251K
SQA
1762
Simon Quick Advisors
New Jersey
$250K
KFGG
1763
Keystone Financial Group (Georgia)
Georgia
$250K
GWM
1764
Glass Wealth Management
Texas
$249K
NHT
1765
New Hampshire Trust
New Hampshire
$249K
PFBT
1766
Parkside Financial Bank & Trust
Missouri
$249K
EA
1767
Enclave Advisors
Texas
$248K
BB
1768
Berkshire Bank
Massachusetts
$248K
OAS
1769
Optivise Advisory Services
Tennessee
$248K
HCG
1770
Haven Capital Group
California
$246K
CC
1771
Corsicana & Co
Texas
$246K
SCA
1772
Strathmore Capital Advisors
North Carolina
$246K
ACM
1773
Ardent Capital Management
Ohio
$245K
OWA
1774
Octavia Wealth Advisors
Ohio
$245K
WAM
1775
Worth Asset Management
Texas
$245K